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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,219 | $114,119-92.8% | $107,187-92.3% | $138,895-94.1% |
| Participation rate | 53.3% | 78.1%-24.7pp | 75.0%-21.7pp | 79.9%-26.6pp |
| Annual return | 26.37% | 273.21%-246.8pp | 204.55%-178.2pp | 145.39%-119.0pp |
| Employer contribution / active EE | $1,078 | $4,059-73.4% | $3,782-71.5% | $4,194-74.3% |
| Participant deferral / active EE | $1,514 | $5,538-72.7% | $5,096-70.3% | $6,396-76.3% |
| Admin fee / account holder | $539 | $10,024-94.6% | $9,162-94.1% | $12,562-95.7% |